Twelve Points Wealth Management LLC: 13F holdings
CIK 18770902026Q2
| Positions | 213 |
|---|---|
| Reported value | $499.1m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BIL SPDR SERIES TRUST | 383,913 | $35.2m | 7.0% |
| IOO ISHARES TR | 237,840 | $32.5m | 6.5% |
| FLTR VANECK ETF TRUST | 1,104,702 | $28.3m | 5.7% |
| SGOV ISHARES TR | 186,754 | $18.8m | 3.8% |
| SRLN SSGA ACTIVE ETF TR | 461,725 | $18.6m | 3.7% |
| ASA GOLD AND PRECIOUS MTLS L | 329,331 | $17.1m | 3.4% |
| DGRO ISHARES TR | 202,235 | $15.3m | 3.1% |
| VTIP VANGUARD MALVERN FDS | 304,623 | $15.3m | 3.1% |
| VEU VANGUARD INTL EQUITY INDEX F | 180,384 | $15.1m | 3.0% |
| FPE FIRST TR EXCH TRADED FD III | 775,066 | $13.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1877090")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.